What Every Woman Needs to Know About Investing and Financial Planning
Creating and executing a financial plan. Stocks, bonds, and tax-efficient investing. Taking control of your emotions and becoming your boldest self. Read some of our most favorite articles and learn with our amazing community of experts who share their wisdom and tips to achieve a successful financial future.
Ease money record-keeping burdens
by Stacy Francis, CFP®, CDFAMy assistant burst into my office this morning, wild-eyed. Had I seen the $200 she had in the pocket of her trench coat three days ago? Nope. She decided to dig through her purse – oversize albeit exploding with receipts – yet another time....
Generate a steady stream of retirement income
by Stacy Francis, CFP®, CDFAI feel like we all need to have extra strong antacids to deal with the chaotic behavior of the market. With the US stock markets as steady as, say, a blind man on stilts, stability and safety are the topics on everyone’s minds. How do I put...
Align your investments with your values
by Stacy Francis, CFP®, CDFASomeone asked me the other day whether I support the business models of all the companies I own – directly through stocks or indirectly through mutual funds. The answer is: of course I do!Your values are important aspects of who you are....
Monitoring your spending
by Stacy Francis, CFP®, CDFAI heard on the radio today that the average Starbucks customer spends close to $6 per visit, 18 times per month. That adds up to a whopping $1,296 per year, which he or she otherwise could have invested. Now, this is not a Starbucks rant...
Handle your money with confidence
by Stacy Francis, CFP®, CDFALast night, the man in front of me in line at the grocery store spent a good five minutes taking things out of his cart, only to add them back a moment later, and then remove them again. Turns out he was running low on cash, and was only...
Protect against financial risks
by Stacy Francis, CFP®, CDFAWith the stock market behaving like a roller coaster carnival ride more people are looking for the riskless way to invest. A prospective client came in today to see if I had any ideas for risk-free investments and it got me thinking. I very...
Make Your Money Work As Hard As You Do
by Stacy Francis, CFP®, CDFAI read in the paper today that the average American now works 46 hours per week. For people who hold managerial positions, are self-employed, or work on commission, the number can be significantly higher. When you spend that much time and...
Maximize your cash flow
by Stacy Francis, CFP®, CDFAA client came into my office today, worried about how in the world she’s supposed to set money aside for retirement, when she is living paycheck to paycheck. A highly relevant question, I’d say. Because let’s face it. No matter how savvy an...
Save Money on Taxes
by Stacy Francis, CFP®, CDFATax refunds are finally here! While I didn’t receive one myself (people in my business rarely do), many of my clients did, and many chose wisely – they decided to invest at least part of the money. In order to help you score a refund (or if...
Visit our Free Financial Helpline for 1:1 private counseling
Savvy Ladies provides access to unbiased, independent advice by certified professionals for women of all ages and backgrounds. Get matched with a Financial Expert and get your financial question answered. Request a confidential call with one of our financial expert volunteers and start achieving financial independence today. Knowledge is power!